At Orion Capital, our clients are the reason we do what we do. As a team including some CERTIFIED FINANCIAL PLANNER™ professionals, Orion Capital is dedicated to providing holistic financial management that considers all aspects of your life—to help plan for future goals, overcome past challenges and navigate present realities.
Our team has more than 200 years of combined financial services experience and has spent decades working together. The diversity of our team’s expertise means there’s rarely a question we can’t answer or financial situation we’ve never seen. Our team’s collective background—along with our independent consulting approach—gives clients the insights and knowledge of an experienced team coupled with the flexibility and personalization of one-on-one guidance.
Your wealth advisor is always there to give you support and guidance. And when an unusual or complex circumstance arises, your wealth advisor is backed by the strength and wisdom of an experienced, multi-faceted team that freely shares resources, tools and insights with one another. As a client, you’ll find the depth of knowledge you need—and the deeper relationship you deserve.
Client Service Associate